We are live on ! Find out more
EDF

Virtus Stone Harbor Emerging Markets Income Fund

31 hedge funds and large institutions have $16M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

20% more capital invested

Capital invested by funds: $13.3M → $16M (+$2.71M)

1.16% more ownership

Funds ownership: 9.79%10.94% (+1.2%)

9% less funds holding

Funds holding: 3431 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.88M +$1.79M +350,821 +35%
JWCA
2
J.W. Cole Advisors
Florida
$1.85M +$536K +105,351 +40%
LPL Financial
3
LPL Financial
California
$1.38M +$107K +21,082 +8%
WS
4
Wedbush Securities
California
$1.16M +$44.1K +8,659 +4%
NA
5
NewEdge Advisors
Louisiana
$959K -$26.7K -5,238 -3%
KAS
6
Kestra Advisory Services
Texas
$839K -$284K -55,716 -25%
MC
7
Moors & Cabot
Massachusetts
$545K +$26.6K +5,225 +5%
DAS
8
Dynamic Advisor Solutions
Arizona
$473K +$476K +93,559 New
Raymond James Financial
9
Raymond James Financial
Florida
$384K +$28.6K +5,610 +8%
IA
10
Integrity Alliance
Iowa
$122K +$122K +24,037 New
SA
11
SFI Advisors
New Jersey
$118K
UBS Group
12
UBS Group
Switzerland
$112K -$192K -37,690 -63%
KPWS
13
Kestra Private Wealth Services
Texas
$111K +$27.9K +5,470 +33%
MWM
14
Melfa Wealth Management
Massachusetts
$109K
JSW
15
Journey Strategic Wealth
New Jersey
$96.1K +$96.7K +19,000 New
NW
16
Naviter Wealth
Arkansas
$93.6K
IFG
17
Independent Financial Group
California
$90.6K
CFD
18
Creative Financial Designs
Indiana
$88.1K +$448 +88 +0.5%
SFA
19
Sequoia Financial Advisors
Ohio
$82.7K
Stifel Financial
20
Stifel Financial
Missouri
$77.1K -$1.02K -200 -1%
CA
21
CoreCap Advisors
Michigan
$75.6K -$25.2K -4,943 -25%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$75K
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$70.4K -$12.4K -2,426 -15%
MAG
24
M3 Advisory Group
Massachusetts
$69.2K -$14K -2,747 -17%
AAS
25
Ameritas Advisory Services
Nebraska
$59.2K

EDF Hedge Fund Activity: Q1 2025 in Review

31 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q1 2025, worth a combined $16M — up 20% from $13.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EDF and 5 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was Morgan Stanley, adding an estimated $1.79M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $425K sold.

  • 31 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q1 2025, down from 34 in Q4 2024.
  • Funds reported $16M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q1 2025, up 20% quarter-over-quarter.
  • 5 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q1 2025 and 8 closed out, a net change of -3 holders.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q1 2025 was Morgan Stanley, an estimated $1.79M added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q1 2025 was Wolverine Asset Management, an estimated $425K sold.

Based on aggregated 13F filings for Q1 2025.